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Fiduciary Wealth Partners’s Rockwell Automation ROK Stock Holding History

Fiduciary Wealth Partners’s Portfolio ROK Stock Details ROK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$215K Sell
600
-70
-10% -$27.6K 0.14% 56
2025
Q4 		$261K Sell
670
-12
-2% -$4.51K 0.11% 73
2025
Q3 		$238K Buy
+682
New +$236K 0.1% 79

Other funds holding ROK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fiduciary Wealth Partners's ROK Position: Q1 2026 in Review

Fiduciary Wealth Partners reduced its Rockwell Automation (ROK) stake by 10% in Q1 2026, selling an estimated $27.6K and leaving 600 shares worth $215K. The position accounts for 0.14% of the portfolio, ranked #56.

Fiduciary Wealth Partners first reported a position in ROK in Q3 2025 and has held it in 3 quarters since. The position peaked at $261K in Q4 2025. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Fiduciary Wealth Partners held 600 shares of Rockwell Automation worth $215K as of Q1 2026.
  • Fiduciary Wealth Partners sold 70 Rockwell Automation shares in Q1 2026, an estimated $27.6K.
  • Rockwell Automation made up 0.14% of Fiduciary Wealth Partners's portfolio in Q1 2026, its #56 holding.
  • Fiduciary Wealth Partners first reported a position in Rockwell Automation in Q3 2025 and has held it in 3 quarters since.
  • Fiduciary Wealth Partners's Rockwell Automation position peaked at $261K in Q4 2025.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Fiduciary Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.